AUMdb
MJ

Michael James Baer

CRD 6714043 Certified Financial Planner

Firms

FirmRoleAs of
Corient Private Wealth Lp Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗